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Fidelity MSCI Consumer Staples Index ETF

167 hedge funds and large institutions have $530M invested in Fidelity MSCI Consumer Staples Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
65
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$94.7M 2,084,954 +1,327,935 +175%
Lido Advisors
2
Lido Advisors
California
$44.3M 974,548 +67,955 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.6M 827,156 +16,189 +2%
AWMS
4
Advocacy Wealth Management Services
Georgia
$34.8M 765,628 +24,672 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.9M 613,306 +259,885 +74%
Osaic Holdings
6
Osaic Holdings
Arizona
$26.2M 576,603 +157,135 +37%
MIS
7
Morningstar Investment Services
Illinois
$22.4M 496,966 -3,906 -0.8%
VC
8
Vicus Capital
Pennsylvania
$12.5M 275,181 +12,088 +5%
BCM
9
Beaumont Capital Management
Massachusetts
$10.8M 238,350 +238,350 New
CW
10
Connectus Wealth
Ohio
$10.1M 222,322 +6,731 +3%
LPL Financial
11
LPL Financial
California
$9.77M 215,037 +15,792 +8%
PCS
12
Personal CFO Solutions
New Jersey
$7.04M 155,001 +43,910 +40%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.76M 148,845 -15,148 -9%
Ameriprise
14
Ameriprise
Minnesota
$6.43M 141,592 -15,079 -10%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$6.27M 138,045 +10,803 +8%
WFS
16
Walker Financial Services
Kentucky
$5.89M 129,742 -2,746 -2%
KAS
17
Kestra Advisory Services
Texas
$5.72M 126,040 -43,975 -26%
FSC
18
Full Sail Capital
Oklahoma
$5.71M 125,638 -1,778 -1%
Morgan Stanley
19
Morgan Stanley
New York
$5.65M 124,490 -1,254 -1%
Goldman Sachs
20
Goldman Sachs
New York
$5.54M 122,000 -54,578 -31%
FIM
21
Freedom Investment Management
Connecticut
$5.53M 121,750 -20,178 -14%
SL
22
Systelligence LLC
Minnesota
$5.48M 120,547 -143,508 -54%
ASN
23
Advisory Services Network
Georgia
$5M 110,061 -1,534 -1%
AWS
24
Atria Wealth Solutions
New York
$4.73M 104,118 +16,253 +18%
ACA
25
Atlas Capital Advisors
Wyoming
$4.52M 99,409 -5,117 -5%